Investment Banking Associate

Investment Banking (Analyst / Associate)

Overview

We are seeking a high-performance Market Coverage Banker whose primary responsibility is sourcing proprietary deal flow and developing deep market expertise within targeted verticals. This is not an execution support role. This is a front-line revenue generation position.

The successful candidate will be responsible for developing and owning a defined industry vertical, building long-term CEO and founder relationships, sourcing debt, equity, and M&A mandates, becoming a recognized market authority within their sector, and driving consistent origination activity into the firm's capital markets team.

Core Responsibilities

• Deal Origination & Pipeline Development
• Proactively source middle-market transactions ($5M - $250M )
• Develop relationships with founders, sponsors, and executives
• Identify actionable financing and M&A opportunities before formal processes begin
• Generate signed engagement letters
• Collaborate with Capital Markets to create financial models, build data rooms, and prepare investor materials
• Vertical Market Expertise
• Own and develop a defined industry vertical
• Maintain active knowledge of capital markets trends, valuation metrics, active buyers and lenders, and regulatory developments
• Publish internal market insights and contribute to thought leadership
• Relationship Development
• Build a long-term network of COIs (IB and commercial bankers, attorneys, CPAs, insurance brokers, etc.)
• Represent the firm at conferences and industry events
• Serve as the primary point of contact for clients through mandate execution
• Strategic Coverage
• Develop target lists within the assigned vertical
• Maintain disciplined CRM tracking
• Conduct ongoing outreach and relationship nurturing
• Build multi-year trust-based advisory relationships
  
  

Qualifications

Required

• 2-7 years experience in investment banking, private credit/equity, commercial banking, or capital markets
• Demonstrated ability to source or co-source transactions
• Deep industry knowledge within at least one sector
• Strong executive presence and communication skills
• Ability to independently manage pipeline development
  
  

Preferred

• Existing portable network within a defined vertical
• FINRA Series 79 / 63 (or ability to obtain)
• Prior experience at a boutique or middle-market platform
• Experience structuring debt, equity, or structured finance transactions
  
  

Performance Metrics

• Engagement letters signed
• Quality and size of sourced mandates
• Pipeline consistency
• Long-term client retention
• Revenue generated from sourced transactions
  
  

Compensation

Analyst Level

• Base Salary: $40,000 - $75,000
• On-Target Earnings (OTE): $140,000 - $200,000
  
  

Associate Level

• Base Salary: $60,000 - $100,000
• On-Target Earnings (OTE): $160,000 - $300,000
  
  

Employees are expected to achieve their OTE through performance and successful deal origination.

Ideal Profile

Relentless Drive

Willingness to work long hours, travel, and outwork others to win mandates, build relationships, and uncover opportunities.

Communication

High level of comfort speaking with executives and ability to efficiently advocate and lead within the firm.

Organization

Disciplined usage of CRM, Outlook, OneDrive, and structured management systems.

Willingness to Learn

Market-obsessed with a demonstrated desire to improve skills, industry knowledge, and capital markets fluency daily.

Relationship Management

Ability to cultivate and sustain long-term, trust-based relationships with founders, sponsors, and institutional partners; maintains consistent outreach cadence and positions the firm as a strategic, first-call advisor for capital and liquidity events.